crm
Personal CRM for managing contacts, relationships, and follow-ups using markdown files. Use when the user wants to add contacts, track relationships, set follow-up reminders, query contacts by tag/company/location, import/export contacts, or manage networking leads. Supports natural language input for adding contacts.
Why use this skill?
Manage your contacts, networking leads, and follow-ups locally with the OpenClaw CRM skill. A simple, file-based system for professional relationship tracking.
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/xz-cn/clawdbot-crm-skillWhat This Skill Does
The CRM skill transforms your local file system into a powerful, privacy-focused Customer Relationship Management tool. By leveraging simple markdown files instead of a heavy database, it allows you to store details about people, companies, and networking events seamlessly. This skill uses Python-based scripts to perform semantic search, manage follow-up cadences, and track interaction history, making it perfect for professionals who want to own their contact data without relying on third-party SaaS platforms.
Installation
To integrate this skill into your OpenClaw agent, ensure you have the necessary directories and dependencies. First, run the installation command: clawhub install openclaw/skills/skills/xz-cn/clawdbot-crm-skill. Once installed, initialize your local storage by creating the necessary folder structure in memory/contacts/ (people, companies, events, templates, scripts) and copying the provided assets. Finally, execute clawdbot memory index to build the search indices for your contact library.
Use Cases
This skill is ideal for networking-heavy roles like sales, recruiting, or venture capital. You can use it to maintain a list of leads, set recurring follow-up reminders to ensure relationships don't go cold, and categorize contacts by industry or location for targeted outreach. It is also highly effective for keeping track of informal meetings at conferences, allowing you to quickly tag people by the event where you first connected.
Example Prompts
- "I just met Marcus Thorne at the DevConf in Berlin. He is a lead engineer at NeoSystems. Add him to my contacts and set a follow-up reminder for next week."
- "Show me all the potential investors I have listed in the software industry that I haven't contacted in the last 90 days."
- "Update Alice Chen's profile. I had a quick call with her this morning regarding the partnership proposal, so update her status to reflect this interaction."
Tips & Limitations
To get the most out of the CRM, be consistent with your tag usage. Because the system relies on markdown and YAML, it is human-readable and easy to edit manually if you prefer a text editor over CLI commands. Note that this tool does not sync with Google Contacts or Outlook; it is strictly a local-first memory solution. Always ensure you run the index command after adding a bulk amount of contacts to keep the semantic search results accurate.
Metadata
Not sure this is the right skill?
Describe what you want to build — we'll match you to the best skill from 16,000+ options.
Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-xz-cn-clawdbot-crm-skill": {
"enabled": true,
"auto_update": true
}
}
}Tags(AI)
Flags: file-write, file-read, code-execution